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    Customer Success Associate - Charlotte, United States - Infovisa

    Infovisa
    Infovisa Charlotte, United States

    3 weeks ago

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    Description

    JOB DESCRIPTION

    Position Title:
    Customer Success Associate


    Location:
    Cornelius, NC


    Employment Type:
    Full-Time M-F, Exempt

    Degree: 4-Year Degree

    Minimum Experience: 3 Years


    Position Summary:
    The Customer Success Associate is responsible for initial relationship management of all Infovisa clients. The primary role of this position is to provide first level support to Infovisa's clients.

    This support includes, but is not limited to, troubleshooting a variety of systems or process related operational issues and training client staff on utilization and functionality of the software.

    The Customer Success Associate also participates in regular testing of the products offered by Infovisa.

    Essential Functions of Customer Success Associate:
    Deliver outstanding service to all Infovisa customers
    Act as subject matter experts on Infovisa products
    Provide in-depth support to Infovisa clients by resolving incoming inquiries using various tools
    Plan, coordinate and conduct training for new and existing Infovisa clients online and in-person
    Develop proficiency in products and services built and supported by Infovisa
    Effectively explain system functionality and business processes to team members and clients
    Troubleshoot and research issues reported by customers in a timely manner using a variety of methods
    Prepare end-user and internal documentation
    Assist with quality assurance testing for all products offered by Infovisa
    Communicate effectively with product teams to relay client feedback
    Participate in daily or weekly stand-up meetings as well as provide weekly status reports to leadership
    Prepare and coordinate internal training with peers
    Manage other duties and responsibilities as assigned

    Other Desired Qualifications:
    Bachelor's degree preferred
    Three years professional work experience
    Proficient knowledge of Trust Operations, Wealth Management or other investment related experience preferred
    Proficient in Microsoft Office products
    Ability and willingness to travel
    Infovisa, Inc. is an Equal Opportunity Employer. We welcome all qualified candidates who can legally work in the United States. We are not able to sponsor applicants who require work visas.
    About Infovisa
    Infovisa is a leading provider of financial technology solutions delivered to forward-thinking trust, wealth management, and retirement professionals.

    Infovisa's solutions empower its clients to acquire new customers, invest assets effectively, manage trust and investment portfolios efficiently, and flexibly report results to customers.

    For more information about Infovisa, visit

    #J-18808-Ljbffr
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